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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

482 hedge funds and large institutions have $6.05B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 242 increasing their positions, 129 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-13
Holders Change %
-2.63%
% of All Funds
7.63%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.36%
New
48
Increased
242
Reduced
129
Closed
56
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$251M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$325M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$54.7M
4
FTUS
4
Flow Traders U.S.
New York
$56.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$354M

Top Sellers

1
EI
1
Ellevest Inc
New York
$42.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$212M
3
Bank of America
3
Bank of America
North Carolina
$1.06B
4
PPW
4
Parcion Private Wealth
Washington
$25.7M
5
BlackRock
5
BlackRock
New York
$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$37.6M +$580K +7,873 +2%
Wealthfront Advisers
27
Wealthfront Advisers
California
$34.9M +$12.9M +174,660 +59%
Mirae Asset Global Investments
28
Mirae Asset Global Investments
South Korea
$31.3M +$14.1M +191,300 +82%
EWA
29
EP Wealth Advisors
California
$30.9M +$67.4K +914 +0.2%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$30.4M +$10.3M +139,562 +51%
DADC
31
D.A. Davidson & Co
Montana
$29.7M +$1.53M +20,806 +5%
RW
32
RVW Wealth
California
$29.2M +$978K +13,270 +3%
Creative Planning
33
Creative Planning
Kansas
$28M +$8.36M +113,341 +42%
Osaic Holdings
34
Osaic Holdings
Arizona
$27.1M -$7.33M -101,043 -21%
PO
35
Private Ocean
California
$26.1M +$360K +4,883 +1%
PPW
36
Parcion Private Wealth
Washington
$25.7M -$35.3M -478,879 -58%
SEI Investments
37
SEI Investments
Pennsylvania
$23.7M +$819K +11,101 +4%
HPWM
38
Highland Private Wealth Management
Washington
$22.8M -$2.68M -36,304 -11%
TF
39
TIAA FSB
Florida
$21.8M +$21.8M +296,348 New
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$21.8M +$21.8M +295,433 New
KeyBank National Association
41
KeyBank National Association
Ohio
$21.6M +$1.01M +13,659 +5%
FT
42
Fiduciary Trust
Massachusetts
$20.6M +$4.19M +56,895 +26%
MML Investors Services
43
MML Investors Services
Massachusetts
$20.1M -$2.09M -28,374 -9%
William Blair & Company
44
William Blair & Company
Illinois
$20.1M -$32.6K -442 -0.2%
RC
45
RegentAtlantic Capital
New Jersey
$19.8M +$3.13M +42,486 +19%
M&T Bank
46
M&T Bank
New York
$19.2M +$342K +4,645 +2%
I
47
IMPACTfolio
Colorado
$19.1M +$6.42M +87,063 +51%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$19M +$3.36M +45,556 +21%
HighTower Advisors
49
HighTower Advisors
Illinois
$19M +$2.16M +29,350 +13%
HCM
50
Howland Capital Management
Massachusetts
$18.6M +$605K +8,199 +3%
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